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Business News/Market/Market Stats/    Quant Mid Cap Fund Growth

Quant Mid Cap Fund Growth

+
  • Equity
  • Mid-Cap
  • Rating 3
  • Plan
175.30 +1.52 (0.87%) NAV as on 30 Nov, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2788.80
  • CAGR 26.61%
  • Exit Load0.50%
  • Expense ratio1.95%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2001-02-12

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 01 December 2023

  • Name
  • Value (Cr)
  • Holding %
  • Treps 01-Sep-2023 Depo 10
  • 726.06
  • 26.03%
  • Acc Limited 28/09/2023
  • 131.02
  • 4.70%
  • Future on Cummins India Ltd
  • 105.38
  • 3.78%
View More

Risk & Volitility

  • Alpha 6.89%
  • Beta 0.79
  • Sharpe Ratio1.68
  • Std Deviation 17.21%
  • Tracking Error 12.17%

About Fund

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies.There is no assurance that the investment objective of the Scheme will be realized

 

The Quant Mid Cap Fund Growth has an AUM of 2788.80 crores & has delivered CAGR of 25.36% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.95%. The minimum investment in Quant Mid Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Treps 01-Sep-2023 Depo 10, Reliance Industries, Punjab National Bank & Linde India.

 

The major sectors where the fund is invested are Oil & Gas Operations, Regional Banks, Consumer Financial Services & Chemical Manufacturing.

 

Some of the similar funds are Quant Mid Cap Fund Growth, Edelweiss Mid Cap Fund Growth, Tata Mid Cap Growth Fund Regular Growth, Invesco India Mid Cap Fund Growth, Canara Robeco Mid Cap Fund Regular Growth. Quant Mid Cap Fund Growth has a sharpe ratio of 1.68 & a standard deviation of 17.21%.

FAQs about Quant Mid Cap Fund Growth

According to the morning star rating Quant Mid Cap Fund Growth has a Medium risk & Exceptional return.
Quant Mid Cap Fund Growth is managed by Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande.
The expense ratio of Quant Mid Cap Fund Growth is 1.95%.
The 5 year annualized return on Quant Mid Cap Fund Growth is 25.36% & it has generated 26.61% in the last 1 year.
The minimum investment in Quant Mid Cap Fund Growth is 5000 Rs.
Quant Mid Cap Fund Growth has an AUM of 2788.80 crores.
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